2019-01-18T13:46:38-06:00 2018-05-31 560747981 DIXON HUGHES GOODMAN LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2017-06-01 620476666 CHRISTIAN BROTHERS UNIVERSITY CHRI 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAROLYN HEAD VP-ADMINISTRATION & FINANCE 9013213380 2019-01-08 1 AMY M DOOLIN P01297217 9017613000 2019-01-08 4.16.119.113 2019-01-08 10:25:44 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CDA323F72F3519D0D8B817820CB7690A7B4FA122 2017 2019-02-21 02:37:17Z RONALD L BRANDON 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 63586959 0 X WWW.CBU.EDU X 1871 TN OPERATION OF PRIVATE CATHOLIC UNIVERSITY WHOSE PRINCIPAL ACTIVITY IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. 34 34 898 34 5657 0 5383047 7495792 46643736 48239210 394002 195290 6792171 7562871 59212956 63493163 21590154 23990221 0 0 21221459 19949033 193000 0 1394863 15467175 18413862 58471788 62353116 741168 1140047 94914899 99432570 21250136 21310804 73664763 78121766 X CHRISTIAN BROTHERS UNIVERSITY IS A PRIVATE, CATHOLIC COMPREHENSIVE UNIVERSITY COMMITTED TO PREPARING STUDENTS OF ALL FAITHS AND BACKGROUNDS TO EXCEL IN THEIR PROFESSIONAL AND PUBLIC LIVES BY PROVIDING CHALLENGING EDUCATIONAL OPPORTUNITIES IN THE ARTS, BUSINESS, ENGINEERING, THE SCIENCES, AND TEACHER EDUCATION. 0 0 51871072 23990221 50699780 PRIVATE CATHOLIC UNIVERSITY OFFERING UNDERGRADUATE AND GRADUATE DEGREES IN THE TRADITION OF THE CHRISTIAN BROTHERS. THE PRINCIPLE ACTIVITY OF CBU IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. 51871072 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 78 0 1 898 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X TOM COCHRANRONALD BRANDON 9013213381 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 MR LOUIS F BO ALLEN JR VICE CHAIRMAN 2.00 X 0 0 0 MR ROBERT H BUCKMAN TRUSTEE 2.00 X 0 0 0 BR FRANCIS CARR FSC TRUSTEE 2.00 X 0 0 0 JUDGE J ROBERT CARTER TRUSTEE 2.00 X 0 0 0 MR JAMES C COLLINS JR TRUSTEE 2.00 X 0 0 0 MR DAVID L CUNNINGHAM JR TRUSTEE 2.00 X 0 0 0 MR TYREE DANIELS TRUSTEE 2.00 X 0 0 0 MR STEPHEN T DUNAVANT CHAIRMAN 2.00 X 0 0 0 BR CHRIS ENGLERT FSC TRUSTEE 2.00 X 0 0 0 MR RICHARD L ERICKSON JR TRUSTEE 2.00 X 0 0 0 MR ANDRE FOWLKES TRUSTEE 2.00 X 0 0 0 MR JOHN MITCHELL GRAVES TRUSTEE 2.00 X 0 0 0 MRS EMILY SAWYER GREER SECRETARY 2.00 X 0 0 0 MR RUSSELL J HENSLEY TRUSTEE 2.00 X 0 0 0 DR MARGARET HODGES MD TRUSTEE 2.00 X 0 0 0 MR JAMES ISAACS TRUSTEE 2.00 X 0 0 0 MR MICHAEL KEENEY TRUSTEE 2.00 X 0 0 0 MR JOHN LAMMERS TRUSTEE 2.00 X 0 0 0 MS MARIA LENSING TRUSTEE 2.00 X 0 0 0 MR JAMES MACLIN TRUSTEE 2.00 X 0 0 0 MR DOUGLAS J MARCHANT TRUSTEE 2.00 X 0 0 0 FR ROBERT W MARSHALL JR TRUSTEE 2.00 X 0 0 0 MR HAROLD G MCNEIL TRUSTEE 2.00 X 0 0 0 MR PAUL POSEY JR TRUSTEE 2.00 X 0 0 0 BR MICHAEL F QUIRK FSC TRUSTEE 2.00 X 0 0 0 MR JAMES L REBER TREASURER 2.00 X 0 0 0 MS CATHY ROSS TRUSTEE 2.00 X 0 0 0 BR LARRY SCHATZ FSC TRUSTEE 2.00 X 0 0 0 MR JOSHUA SHIPLEY TRUSTEE 2.00 X 0 0 0 MS BEMETRA SIMMONS TRUSTEE 2.00 X 0 0 0 MR CHRISTOPHER E SINGER TRUSTEE 2.00 X 0 0 0 MR STEPHEN WAECHTER TRUSTEE 2.00 X 0 0 0 MR GREG WANTA TRUSTEE 2.00 X 0 0 0 MRS LAUREL C WILLIAMS JD TRUSTEE 2.00 X 0 0 0 DR JOHN SMARRELLI JR PRESIDENT OF THE UNIVERSIT 40.00 X 275764 0 32847 MR RONALD I BRANDON VP ADMI & FINANCE 40.00 X 0 0 0 MS CAROLYN HEAD FORMER CFO, VP ADMIN & FINANCE 40.00 X 122340 0 11572 MR STEPHEN R CRISMAN SR. VP OF ADVANCEMENT 40.00 X 127929 0 7291 MR PASCAL BEDROSSIAN PROFESSOR 40.00 X 504191 0 37782 DR CATHY GRILLI PROFESSOR 40.00 X 132477 0 15584 MR SERGE SALAN PROFESSOR 40.00 X 127511 0 15185 DR BEVALEE B VITALI PROFESSOR 40.00 X 157459 0 19922 1447671 0 140183 16 0 1 0 ARAMARK CORPORATION-FOOD SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAFETERIA SERVICES 2073367 ARAMARK CORPORATION-FACILITY SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 GROUNDS/LANDSCAPING SERVICES 970197 GRINDER TABER AND GRINDER INC 1919 LYNNFIELD RD B MEMPHIS TN 38119 CONSTRUCTION SERVICES 476553 CENTRAL PRINTING 2835 AIRWAYS BLVD 203 MEMPHIS TN 38132 PRINTING 279200 ARCHCHIMANIA 356 S MAIN ST MEMPHIS TN 38103 ARCHITECT SERVICES 239028 19 69825 175485 7250482 2792628 7495792 TUITION AND FEES 611310 48239210 48239210 48239210 195290 195290 4984351 0 4984351 4984351 4984351 106267 69825 93796 12471 12471 OTHER INCOME 611310 2460570 2460570 ATHLETIC DEPARTMENT REVENUE 611310 50440 50440 DORM SUPPORT SERVICES 611310 49382 49382 5657 5657 2566049 63493163 50699780 5657 5291934 23990221 23990221 469435 91673 228664 149098 16059370 10397957 5035119 626294 2136965 2136965 1283263 1283263 477227 477227 90739 90739 4516123 1513259 2806105 196759 679317 481820 197497 870157 810127 60030 653398 569402 83996 1628260 705570 922690 402844 398314 4530 76305 76305 644233 640369 3864 2741237 2741237 439498 439498 INSTITUTIONAL/STUDENT E 3770885 3746592 24293 OTHER EXPENSES 723005 675265 47740 MINOR EQUIPMENT 401616 396990 4626 BAD DEBT EXPENSE 299018 299018 62353116 51871072 9087181 1394863 2976799 1949449 4101783 5176844 4298059 3281590 613589 1049882 1396675 1329214 88403 192159 96226009 49830152 46153472 46395857 30920482 35889032 1889970 1723970 2475667 2444573 94914899 99432570 2505579 2566057 12906016 12270776 1031074 728294 4807467 5745677 21250136 21310804 X 43947351 44213591 3080768 5543534 26636644 28364641 73664763 78121766 94914899 99432570 X 1140047 3316955 1 X X 0 1 X 1 1 1 X 1460204 X X 0 38590347 1939929 2966310 1561715 41934871 33687067 2823206 3569659 1489585 38590347 33303938 3187285 -1518618 1285538 33687067 31704414 1466748 1346043 1213267 33303938 29399672 215270 3307402 1217930 31704414 0.30050 0.67640 0.02310 0 0 1105818 1105818 62348515 22092027 40256488 5151253 2651989 2499264 25575155 23455825 2119330 2045268 1630311 414957 46395857 STUDENT DEPOSITS 547553 UNEARNED TUITION AND FEES 3695561 AMOUNTS HELD IN CUSTODY FOR OTHERS 248391 REFUNDABLE GOVERNMENT LOAN FUNDS 603491 DERIVATIVE INSTRUMENTS 650681 5745677 X 42913693 3316955 93796 3410751 39502942 23990221 23990221 63493163 38456690 93796 93796 38362894 23990222 23990222 62353116 PART III, LINE 4: THE BEVERLY & SAM ROSS GALLERY AT CHRISTIAN BROTHERS UNIVERSITY AIMS TO CREATE AN ATMOSPHERE THAT ENCOURAGES ARTISTIC EXPERIMENTATION WITH A FOCUS ON CONTEMPORARY ARTISTIC PRACTICES AND THEORY. THE GALLERY CONTRIBUTES TO THE ACADEMIC RESEARCH AND TEACHING OF CHRISTIAN BROTHERS UNIVERSITY. THE GALLERY'S PROGRAMING FOCUSES ON STUDENT LEARNING THROUGH WORKSHOPS, LECTURES, AND SPECIAL PROJECTS WHILE AIMING TO CONNECT THE SCHOOL'S LEGACY OF SOCIAL JUSTICE AND SERVICE TO OUR COMMUNITY THROUGH THE ARTS. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 115 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE UNIVERSITY IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ACCORDINGLY IS EXEMPT FROM FEDERAL INCOME TAXES. THE UNIVERSITY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF MAY 31, 2018, AND THERE ARE NO INTERESTS AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 93,796. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE ON AUDITED FINANCIALS 23,990,221. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 93,796. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE ON AUDITED FINANCIALS 23,990,221. ROUNDING 1. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 EQUAL OPPORTUNITY STATEMENT AND NONDISCRIMINATION POLICY IS INCLUDED IN ALL OFFICIAL LITERATURE AND PROMOTIONAL MATERIAL INCLUDING THE STUDENT COURSE CATALOG, THE EMPLOYEE HANDBOOK, AND EMPLOYEE ADVERTISEMENTS SCHEDULE E, PART I, LINE 6 THE UNIVERSITY HAS BEEN ASSISTED BY LOANS IN THE CONSTRUCTION OF TWO STUDENT DORMITORIES, A STUDENT CENTER, A LIBRARY AND A SCIENCE BUILDING. FINANCIAL ASSISTANCE RECEIVED FROM FEDERAL AGENCIES: PELL GRANT PROGRAM $2,731,881; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $121,000; FEDERAL WORK-STUDY $104,414; PERKINS LOAN PROGRAM $20,352; FEDERAL DIRECT LOAN PROGRAM $10,126,315. TOTAL EXPENDITURES OF FEDERAL AWARDS: $13,103,962. BELL TOWER GALA 139650 69825 69825 54524 5000 19845 TWILIGHT CROSS COUNTRY CLASSIC 36442 36442 4240 10187 176092 69825 106267 4240 54524 5000 30032 93796 12471 1 INSTITUTIONAL SCHOLARSHIPS AND GRANTS 1217 23001470 TUITION REMISSIONS 79 800577 TUITION DISCOUNTS 133 188174 PART I, LINE 2: ALL INSTITUTIONAL MONEY, GRANTS, ETC. FOLLOW THE FINANCIAL AID MATRIX THAT WAS DESIGNED AND APPROVED BY THE PRESIDENT'S CABINET, OR IF MONEY WAS DONATED FOR SPECIFIC PURPOSES, BY THE WISHES OF THE INDIVIDUAL DONOR. X 1 0 X 0 0 0 0 0 0 0 0 0 DR JOHN SMARRELLI JR PRESIDENT OF THE UNIVERSIT 275764 0 0 0 0 0 17186 0 15661 0 308611 0 0 0 MR PASCAL BEDROSSIAN PROFESSOR 60496 0 0 0 443695 0 22382 0 15400 0 541973 0 0 0 DR BEVALEE B VITALI PROFESSOR 75706 0 0 0 81753 0 10552 0 9370 0 177381 0 0 0 A SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-06 7836558 CONSTRUCTION 0 0 0 B SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-29 4766624 DEBT RETIREMENT 0 0 0 C SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-12-29 3396818 DORMITORY ACQUISITION 0 0 0 A 1826518 7836558 55118 7781440 0 0 1 1 B 1110988 4766624 4766624 2011 1 0 1 1 C 791718 3396818 3396818 2011 0 1 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 B 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 C 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 A 0 B 0 C 0 X 1 COST X 3 2792628 FMV X MISCELLANEOUS 3 0 COST X EQUIPMENT 1 0 COST 0 0 0 PART I, LINE 32B: SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND FINANCE COMMITTEES REVIEW THE 990, AND AN ELECTRONIC COPY IS SENT TO THE FULL BOARD WHO WILL VOTE ON ACCEPTANCE AND SUBMISSION OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO BECOMING BOARD MEMBERS, THEY ARE MADE AWARE OF THE POLICY. EACH YEAR, THEY ARE ASKED TO FILL OUT A QUESTIONNAIRE DISCLOSING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES ALONG WITH ANNUAL CUPA SURVEYS FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.